William Kamery (CRD# 5508517) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dakota Wealth, LLC | Syracuse, NY | Jun 2021 - Current | 2 |
| Keybank National Association | Syracuse, NY | Sep 2014 - Jun 2021 | 6 |
| Lincoln Financial Advisors Corp | Syracuse, NY | Oct 2008 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- NY
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Total Assets Under Management5,334MILLIONS
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Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
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